BTWM
GD icon

Baker Tilly Wealth Management’s General Dynamics GD Stock Holding History

Baker Tilly Wealth Management’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,071
Closed -$311K – 253
2024
Q2 		$311K Sell
1,071
-3,879
-78% -$1.14M 0.13% 193
2024
Q1 		$1.4M Sell
4,950
-234
-5% -$62.6K 0.25% 91
2023
Q4 		$1.35M Sell
5,184
-214
-4% -$52.2K 0.22% 105
2023
Q3 		$1.19M Sell
5,398
-1,558
-22% -$345K 0.2% 109
2023
Q2 		$1.5M Sell
6,956
-171
-2% -$36.9K 0.16% 141
2023
Q1 		$1.63M Buy
7,127
+332
+5% +$76.7K 0.18% 119
2022
Q4 		$1.69M Sell
6,795
-713
-9% -$174K 0.21% 116
2022
Q3 		$1.59M Buy
7,508
+91
+1% +$20.6K 0.22% 97
2022
Q2 		$1.64M Buy
7,417
+301
+4% +$69.3K 0.22% 101
2022
Q1 		$1.72M Buy
7,116
+8
+0.1% +$1.78K 0.19% 108
2021
Q4 		$1.48M Buy
7,108
+663
+10% +$134K 0.16% 134
2021
Q3 		$1.26M Buy
6,445
+593
+10% +$116K 0.17% 125
2021
Q2 		$1.1M Buy
5,852
+379
+7% +$71.5K 0.18% 131
2021
Q1 		$994K Buy
5,473
+1,702
+45% +$278K 0.2% 116
2020
Q4 		$561K Buy
+3,771
New +$551K 0.17% 135

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baker Tilly Wealth Management's GD Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of General Dynamics (GD) in Q3 2024, closing a stake of 1,071 shares — an estimated $311K sold.

Baker Tilly Wealth Management first reported a position in GD in Q4 2020 and held it in 15 quarters. The position peaked at $1.72M in Q1 2022. 1,802 funds tracked by Wall St. Rank hold GD as of Q3 2024.

  • Baker Tilly Wealth Management reported no remaining General Dynamics position as of Q3 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,071 General Dynamics shares in Q3 2024, an estimated $311K.
  • Baker Tilly Wealth Management first reported a position in General Dynamics in Q4 2020 and held it in 15 quarters.
  • Baker Tilly Wealth Management's General Dynamics position peaked at $1.72M in Q1 2022.
  • 1,802 funds tracked by Wall St. Rank held General Dynamics as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.